Spire Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.18M	Sell	10,846 -4,387	-29%	-$484K	0.04%	357
2025 Q4	$1.68M	Buy	15,233 +10,811	+244%	+$1.2M	0.06%	290
2025 Q3	$493K	Buy	4,422 +2,259	+104%	+$248K	0.02%	529
2025 Q2	$237K	Sell	2,163 -10	-0.5%	-$1.07K	0.01%	717
2025 Q1	$236K	Sell	2,173 -144	-6%	-$15.5K	0.01%	782
2024 Q4	$248K	Buy	2,317 +988	+74%	+$108K	0.01%	763
2024 Q3	$150K	Sell	1,329 -91	-6%	-$10.1K	0.01%	805
2024 Q2	$152K	Sell	1,420 -7,524	-84%	-$803K	0.01%	793
2024 Q1	$974K	Sell	8,944 -13,581	-60%	-$1.48M	0.02%	384
2023 Q4	$2.46M	Buy	22,525 +6,791	+43%	+$707K	0.08%	203
2023 Q3	$1.61M	Buy	15,734 +4,094	+35%	+$432K	0.06%	250
2023 Q2	$1.26M	Buy	11,640 +4,670	+67%	+$505K	0.05%	304
2023 Q1	$764K	Buy	6,970 +1,542	+28%	+$167K	0.03%	392
2022 Q4	$572K	Sell	5,428 -1,867	-26%	-$195K	0.03%	337
2022 Q3	$747K	Sell	7,295 -13,049	-64%	-$1.44M	0.05%	264
2022 Q2	$2.24M	Sell	20,344 -8,990	-31%	-$1.02M	0.09%	193
2022 Q1	$3.55M	Sell	29,334 -7,007	-19%	-$874K	0.1%	193
2021 Q4	$4.82M	Sell	36,341 -202	-0.6%	-$26.8K	0.11%	178
2021 Q3	$4.86M	Sell	36,543 -9,517	-21%	-$1.29M	0.13%	162
2021 Q2	$6.2M	Sell	46,060 -46,787	-50%	-$6.17M	0.17%	144
2021 Q1	$12.4M	Buy	+92,847	New	+$12.4M	0.33%	85